Portfolio Intelligence

Your notes.
Your portfolio.
Fully in view.

NoteFolio is the AI-powered CRM built for owner finance note investors. Replace spreadsheets with a real-time dashboard, automate default management, and query your deal documents in plain English.

Total Portfolio
$2,847,300
Interest YTD
$94,218
Notes Active
14
Maturing Soon
3
Portfolio Overview
Live
Current Balance
$2,847,300
Interest YTD
$94,218
Next Payment
Jun 24
Maturity
87 days
Active Notes
Karla Nguyen — 425 Oak St, Austin
$148,200
Current
Marcus Webb — 12 Elm Ln, San Antonio
$92,750
30 Days Late
Rita Solis — 88 Pine Ridge, Houston
$215,000
Matures in 87 days
Tom & Dana Kessler — 33 Maple Dr
$67,400
Current
Risk Dashboard

Know before it happens.

Log in and instantly see which loans are at risk. Maturities, missed payments, unpaid taxes, expiring insurance — surfaced in one place, every morning.

Marcus Webb — 30 Days Late
2 missed payments. $1,850 outstanding. Generate default notice?
View →
Rita Solis — Maturity in 87 Days
Balloon payment of $215,000. No extension on file. Start outreach?
View →
Property Tax — Karla Nguyen
Annual property taxes due in 45 days. Escrow reserve low.
View →
Insurance — Tom & Dana Kessler
HOI expires in 32 days. Verify renewal before lapse.
View →

Default Management

When a borrower falls behind, NoteFolio doesn't wait. Generate default notices, track cure deadlines, log every phone call and email — all in one thread tied to the loan file.

  • Auto-alert on missed payments
  • Generate reservation-of-rights letters
  • Track cure periods with countdown timers
  • Full communication history per loan

AI Deal File

Upload your note, deed of trust, guaranty, and modification agreements. Ask NoteFolio anything: "When does this mature?", "Can I charge a late fee?", "What are my default remedies?" It reads the document and cites the section.

  • Upload any document type
  • Ask in plain English
  • Answers cite the exact document section
  • One file per loan, fully searchable
Everything a note investor needs.
Nothing they don't.
$300B+
Estimated active owner-financed notes in the US, managed mostly with spreadsheets
0
Modern, AI-powered CRMs purpose-built for this niche — until now
14
Days the average note investor spends per month on manual payment tracking

The note investor who manages their portfolio in a spreadsheet is one missed payment away from a compliance nightmare. NoteFolio is the tool that lets you sleep.